Delete clients that were processed in the Call Intake form.
- Only clients who have not been assigned a permanent MR number may be deleted. If the client does not have a temporary MR number (P number), the client cannot be purged.
- Go to: Avatar PM > System Maintenance > Client Maintenance
- In the Individual Client Or Batch field:
- Select Individual to purge one client. In the Client ID field, enter the client name, click the Search button, and select the corresponding entry.
- Select Batch to process a batch of Call Intake clients to be at the same time.
- In the Create, View, Or Delete Batch field:
- Select Create Batch to create a batch file.
- Select View Batch to generate the Caller Batch Purge report, which displays client and call intake information for the most recently created batch.
- Select Delete Batch to delete the last batch created.
- In the Thru Date field, enter the last date to include in the batch to be created. This will put all records before that date into a batch. Records posted after the specified date will not be purged.
- Click the Process Report icon to Submit the request.
